The Commercial Account Handler is responsible for providing comprehensive support to commercial clients by managing their insurance policies and ensuring they have the appropriate cover in place. The role involves handling renewals, processing mid-term adjustments, assisting with claims, and liaising with insurers to secure the best terms for clients. A key aspect of the role is maintaining strong relationships with clients and insurers, ensuring compliance with industry regulations.
Key Responsibilities:
Key Responsibilities:
- Manage a portfolio of commercial insurance clients, ensuring their business risks are adequately covered.
- Provide advice and guidance to clients on a range of commercial insurance products, including property, liability, motor fleet, and professional indemnity insurance.
- Handle policy renewals, adjustments, and cancellations efficiently.
- Act as a point of contact for clients, dealing with any queries or issues they may have regarding their cover.
- Assist clients with the claims process, ensuring claims are managed smoothly and promptly.
- Negotiate terms with insurers to obtain the best possible coverage and premiums for clients.
- Keep accurate records of client interactions and policy details in line with regulatory requirements.
- Stay informed about industry developments and regulatory changes that may impact clients.
Qualifications and Requirements:
- Proven experience in commercial insurance, ideally within a broking environment (minimum 2-3 years).
- Relevant insurance qualifications, such as the Certificate in Insurance or equivalent.
- Strong communication, negotiation, and customer service skills.
- Proficiency in insurance management software and CRM systems.
- Excellent organisational skills and attention to detail.
- Ability to manage relationships with both clients and insurers professionally.
- Knowledge of current insurance market trends and industry regulations.
This role is suited to candidates with commercial insurance experience who are keen to provide exceptional service and support to their clients.
